LG Display Co Ltd (LPL)vsSAP SE ADR (SAP)
LPL
LG Display Co Ltd
$4.12
+0.98%
TECHNOLOGY · Cap: $4.58B
SAP
SAP SE ADR
$168.95
-1.20%
TECHNOLOGY · Cap: $217.55B
Smart Verdict
WallStSmart Research — data-driven comparison
LG Display Co Ltd generates 71754% more annual revenue ($26.44T vs $36.80B). SAP leads profitability with a 19.5% profit margin vs -1.3%. SAP appears more attractively valued with a PEG of 0.79. SAP earns a higher WallStSmart Score of 58/100 (C).
LPL
Hold38
out of 100
Grade: F
SAP
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LPL.
Margin of Safety
-88.8%
Fair Value
$104.04
Current Price
$168.95
$64.91 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 1.2T in free cash flow
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Strong operational efficiency at 29.2%
Generating 1.1B in free cash flow
Areas to Watch
2.0% revenue growth
Expensive relative to growth rate
ROE of -2.3% — below average capital efficiency
Earnings declined 76.3%
Moderate valuation
3.3% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : LPL
The strongest argument for LPL centers on Price/Book, Free Cash Flow.
Bull Case : SAP
The strongest argument for SAP centers on Market Cap, Altman Z-Score, Debt/Equity. Profitability is solid with margins at 19.5% and operating margin at 29.2%. PEG of 0.79 suggests the stock is reasonably priced for its growth.
Bear Case : LPL
The primary concerns for LPL are Revenue Growth, PEG Ratio, Return on Equity.
Bear Case : SAP
The primary concerns for SAP are P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
LPL profiles as a turnaround stock while SAP is a value play — different risk/reward profiles.
LPL carries more volatility with a beta of 1.16 — expect wider price swings.
SAP is growing revenue faster at 3.3% — sustainability is the question.
LPL generates stronger free cash flow (1.2T), providing more financial flexibility.
Bottom Line
SAP scores higher overall (58/100 vs 38/100), backed by strong 19.5% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
LG Display Co Ltd
TECHNOLOGY · CONSUMER ELECTRONICS · USA
LG Display Co., Ltd. is dedicated to the design, manufacture and sale of thin film transistor liquid crystal displays (TFT-LCD) and display panels based on organic light emitting diode (OLED) technology. The company is headquartered in Seoul, South Korea.
SAP SE ADR
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SAP SE is a global enterprise application software company. The company is headquartered in Walldorf, Germany.
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